← All themes Digital Assets

Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
476
RE
RBC Europe
United Kingdom
$17K -$4K 1 0% Reduced
477
SWA
SOA Wealth Advisors
New York
$17K -$2.95K 1 0.01% Reduced
478
TSWM
Tyler-Stone Wealth Management
Ohio
$17K +$34.5K 1 0.01% New
479
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$16K -$25.3K 1 0% Reduced
480
GWS
Glassman Wealth Services
Virginia
$16K +$32.6K 1 0% New
481
CFFP
Center for Financial Planning
Michigan
$15K +$13K 1 0% Increased
482
SSG
Summit Securities Group
New York
$15K -$40K 1 0% Reduced
483
ZIG
Zullo Investment Group
Pennsylvania
$15K +$952 1 0.01% Increased
484
SC
Stephens Consulting
Michigan
$14.3K $0 2 0.01% Maintained
485
Lazard Asset Management
Lazard Asset Management
New York
$14K -$509 2 0% Reduced
486
SA
SRH Advisors
Kansas
$14K +$9.52K 1 0.02% Increased
487
ZA
Zazove Associates
Nevada
$14K +$22.4K 1 0% New
488
MS
Mizuho Securities
Japan
$13K +$4.85K 1 0% New
489
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$12K +$2.38K 1 0% Increased
490
CPA
Cowen Prime Advisors
New York
$12K +$16.7K 1 0.01% Increased
491
HF
Halpern Financial
Virginia
$11.8K $0 1 0% Maintained
492
GC
Gould Capital
Washington
$11K +$11.6K 1 0.01% Increased
493
PWC
PYA Waltman Capital
Tennessee
$11K $0 1 0.01% Maintained
494
WB
Webster Bank
Connecticut
$11K $0 1 0% Maintained
495
FIA
FNY Investment Advisers
New York
$10K +$19.1K 1 0.01% Increased
496
FF
FourThought Financial
Florida
$10K -$2.28K 1 0% Reduced
497
GTAM
Global Trust Asset Management
Florida
$10K -$3.71K 1 0% Reduced
498
GWSG
GPS Wealth Strategies Group
Colorado
$10K +$20.3K 1 0% New
499
MCM
Manchester Capital Management
Vermont
$10K +$9.52K 1 0% Increased
500
RA
Rational Advisors
New York
$10K +$5.24K 1 0% Increased